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Client Associate Jobs in Indiana (NOW HIRING)

Cerity Partners

Client Service Associate

Indianapolis, IN · On-site

$70K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Ceritypartners

Client Service Associate

Indianapolis, IN · On-site

$70K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Cerity Partners

Client Service Associate

Indianapolis, IN · On-site

$70K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Gallagher

Client Service Associate

Evansville, IN

$13.75 - $19/hr

Overview The Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow ...

Gallagher

Client Service Associate

Evansville, IN · On-site

$13.75 - $19/hr

As a Client Service Associate, you'll play a key role in supporting the Personal Lines department by assisting with quotes, policy changes, carrier research, and documentation. You'll also help ...

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All JobsClient Associate JobsClient Associate Jobs in Indiana

Client Associate information

See Indiana salary details

$17.6K

$48.5K

$71.8K

How much do client associate jobs pay per year?

As of Jul 10, 2026, the average yearly pay for client associate in Indiana is $48,496.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $59,000.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Indiana? The most popular types of Client jobs in Indiana are:
What are popular job titles related to Client Associate jobs in Indiana? For Client Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Indiana look for? The top searched job categories for Client Associate jobs in Indiana are:
What cities in Indiana are hiring for Client Associate jobs? Cities in Indiana with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in IN? For Client Associate jobs in IN, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Indiana as of July 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 75% In-person, 6% Hybrid, and 19% Remote job distribution, with an average salary of $48,496 per year, or $23.3 per hour.
Commercial Lines Client Advisor

Commercial Lines Client Advisor

Houchens Insurance Group Inc.

Indianapolis, IN

$42K - $57K/yr

Other

Medical, Dental, Vision

Re-posted 2 days ago

Job description

Description

Are you a motivated individual who is driven by a rewarding career?

Join our team in a role that will let your dedication propel you toward both personal and professional success.


What is Houchens Insurance Group?

We are a 100% employee-owned company with a great culture and excellent benefits. We're big on growing and celebrating the talent that we hire. Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service:

1. Clients

2. Co-owners

3. Communities

By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all.


What you will receive...

  • Unlimited growth based on your performance.
  • Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
  • A long-term career with substantial development and advancement opportunities.
  • Opportunity to lead and operate within a production team model to ensure efficient operations and optimal output.
  • Comprehensive medical, dental, and vision plans and many more supplemental benefits.
  • Work-life balance
  • Plus, much more!

What is Houchens Insurance Group?

We are a 100% employee-owned company with a great culture and excellent benefits. We're big on growing and celebrating the talent that we hire. Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service:

1. Clients

2. Co-owners

3. Communities


By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all.


Summary

Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties.


Responsibilities:

  • 50% Client/Policy Services: Services Commercial Lines policies and builds relationships with insureds.
  • 30% Renewal Marketing
  • 10% Teamwork
  • 10% Determination

Requirements

Supervisory Responsibilities

Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Client Associates.


Education and/or Experience

At least three years related insurance experience and/or training, preferably handling multi-line, large commercial accounts or equivalent combination of education and experience.


Certificates, Licenses, Registrations

Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization's education plan.


To learn more about Houchens Insurance Group, visit us on LinkedIn.

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